Craven Street Wealth
Craven Street Wealth is an Independent Chartered Financial Planning and wealth management firm that provides financial advice to individuals, families, and businesses. They focus on helping clients achieve their personal and financial goals through guidance.
- Legacy planning
- Wealth management
- Investment advice
- Financial planning
- Retirement planning
- Long-term care funding
Locations
Digital Popularity
Competitors
Kennedy Black Wealth Management is a pioneering, award-winning independent financial planning and wealth management firm based in London.
Fiducia Wealth Management is a multi award-winning firm of independent financial advisers (IFA) and Chartered financial planners based in Colchester, Essex.
Company Details
Craven Street Wealth is operated by Craven Street Financial Planning Limited and is a Active company incorporated on 1 October 1999 with the registered office located in London, City of London. Craven Street Financial Planning Limited was registered 25 years ago.
Status
Active
Size
Unreported
Directors
8
Age
25 years old
Employees
84
Turnover
Unreported
Total Assets
£6.91M
Cash in Bank
£1.03M
Total Liabilities
-£1.6M
Teams
54
21
18
9
6
5
11
Non Executive Director • Joined Mar 2021
Non Executive Director • Joined Mar 2021
Non Executive Director • Joined Mar 2021
Director Head Of Risk • Joined Nov 2021
Financial Planning Director And Head Of Legal Relations • Joined Jan 2023
Finance Manager • Joined Sep 2023
Investment Manager • Joined Mar 2023
Managing Director • Joined Feb 2022
Advice Report Executive • Joined Sep 2024
Client Support Executive • Joined Oct 2024
Managing Director • Joined Feb 2022
Client Support Executive • Joined Oct 2024
Client Support Executive • Joined Jun 2024
Human Resources Executive • Joined Dec 2022
Transaction Reporting Manager • Joined Feb 2024
Client Services Manager • Joined Sep 2017
Director Of HR • Joined Jan 2025
Financial Planning Director • Joined Mar 2024
Financial Planning Director • Joined Sep 2022
Advice Reporting Senior Executive • Joined Oct 2024
Finance Manager • Joined Sep 2023
Investment Manager • Joined Mar 2023
Transaction Reporting Manager • Joined Feb 2024
Financial Planning Director • Joined Mar 2024
Financial Planning Director & Chartered Financial Planner • Joined Sep 1997
Director Of Financial Planning • Joined Mar 2023
Director Of Corporate Development • Joined Dec 2024
Paraplanner • Joined Sep 2022
Financial Planner • Joined Feb 2006
Financial Planner • Joined Oct 2021
Client Support Executive • Joined Oct 2024
Client Support Executive • Joined Jun 2024
Advice Reporting Executive • Joined Jan 2023
Advice Reporting Executive • Joined Jul 2024
Client Services Manager • Joined Sep 2017
Client Services Senior Executive • Joined Sep 2024
Head Of Client Services • Joined Mar 2024
Advisor Support • Joined Sep 2022
Adviser Support • Joined Jan 2023
Non Executive Director • Joined Mar 2021
Non Executive Director • Joined Mar 2021
Non Executive Director • Joined Mar 2021
Managing Director • Joined Feb 2022
Advice Reporting Senior Executive • Joined Oct 2024
Head Of MI And System Operations • Joined Sep 2024
Advice Report Executive • Joined Sep 2024
Business Development & Marketing Executive • Joined Aug 2024
Head Of Advisory Standards • Joined Sep 2024
Head Of Advisory Standards Monitoring • Joined Sep 2024
Head Of Technical And Advice Quality • Joined Sep 2024
Director Head Of Risk • Joined Nov 2021
Financial Planning Director And Head Of Legal Relations • Joined Jan 2023
Infrastructure And Project Manager • Joined Mar 2024
Chartered Financial Planner & Senior Manager • Joined Sep 2022
Chartered Financial Planner And Senior Manager • Joined Oct 2022
Technical & Advice Quality Analyst • Joined Oct 2024
Financial Planning Administrator At Craven Street Wealth • Joined Sep 2022
Report Writer • Joined Sep 2022
Employee
Report Writer • Joined Sep 2022
View 54 members